Dedicated to Quality and Service

We are committed to serving our clients with integrity in everything we do.

Since our founding in 1999, we have worked with select clients, crafting personalized plans designed to help preserve their wealth and meet their life goals.

We combine our extensive experience and knowledge of the financial markets with the autonomy to pursue an active, disciplined, and logical investment planning and management process. In addition, through Raymond James, we have the resources and stability of a major financial services firm from which to draw.

No one can predict the future – and we don’t try. Instead, we focus on consistently providing our clients excellent service, comprehensive financial planning, thorough due diligence and intelligent investment management.
2635 Foxpointe Drive, Suite B | Columbus, IN 47203 | Phone: 812-378-0730 | Toll-Free: 877-378-0767 | Refer Us | Map & Directions

This site is published for residents of the United States only. Raymond James financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
© 2009 Raymond James Financial Services, Inc., member FINRA / SIPC